The IRA Opportunity: Ready or Not, Here it Comes

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About the Webinar

Growing complexity across the IRA lifecycle, as well as generational trends, all point to a significant opportunity for financial institutions.

But capitalizing on it means being prepared to demonstrate both broad and deep technical expertise, from opening IRAs to working with death claims. It also means understanding the unique perspectives of Millennials, Gen Xers, and, especially, the legions of retiring Boomers.

It’s going to take not just a deposit strategy – but a strategy to build the expertise you’ll need. This webinar offers insight on both.

About the Presenter

James Thompson, Product Manager, Ascensus
Mr. Thompson's finance and sales expertise contributes to the growth and enhancement of Ascensus' education and training products. He also helps develop Ascensus' strategic vision for these products and solutions, including being a published thought leader on HSAs and IRAs.

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About the Webinar
In this ever–changing market, the more options you have, the greater your opportunity. In this course, we’ll explore conventional loan product options and discover which product works best for each unique borrower, including those with high lifetime values.
WebNAFCUdigital@nafcu.orgAmerica/New_Yorkpublic

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May 14, 2019Add to Calendar2019-05-14 18:00:002019-05-14 18:00:00Website and Social Media Compliance
Credit unions were way ahead of the curve at their inception – breaking the mold of traditional financial services and offering a collaborative approach to personal finance. But has the industry fallen behind when it comes to new ways of thinking? Entrepreneurs are capitalizing on the new trend of sharing – offering consumers worldwide access to pools of products and services, inspiring them to own less and share more with family, friends and even strangers.
Credit unions can certainly learn from the latest trends and offerings that exist outside our industry by applying the same thoughts and strategies to personal finance. This session will help you understand how to leverage your mission, current resources, market position and member relationships into a competitive advantage in the economy of sharing and listening to the needs of your members.
SPONSORED BY
Key Takeaways
Understand how website and social media compliance fits into your overall compliance strategy
Identify the most common website and social media compliance violations
Learn how to avoid violating compliance requirements on your website and social media
Register Now
$295 Members | $395 Nonmembers (Additional $50 for CD)
One registration gives your entire credit union access to the on-demand recording until May 14, 2020.
Already registered? Go to the Online Training Center to view.
Who Should Attend?
NAFCU Certified Compliance Officers (NCCOs)
NAFCU Certified Risk Managers (NCRMs)
Compliance staff
Risk staff
Marketing Vice Presidents and Senior Vice Presidents
Credit union attorneys
Open to all credit unions, regardless of membership or charter type!
Education Credits
NCCOs will receive 1.5 CEUs for participating in this webinar.
NCRMs will receive 1.5 CEUs for participating in this webinar.
CPA credit information is below; recommended 1.5 CPE credits.
CPA Certification Credit Information
Reviewer: Josie Collins, Education Manager, NAFCU
Learning Objectives: Understand how website and social media compliance fits into your overall compliance strategy. Identify the most common website and social media compliance violations. Learn how to avoid violating compliance requirements on your website and social media.
Program Level: Basic
Prerequisites Needed: None
Advance Preparation Needed: None
Delivery Method: Group Internet-Based
Recommended CPE Credits: 1.5 credits
Recommended Field of Study: Regulatory Ethics – Technical
National Association of Federal Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more.
About Our Webinars
Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer.
WebNAFCUdigital@nafcu.orgAmerica/New_Yorkpublic